Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Audrey M
CFP®, Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Audrey Mccray is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s Investment Advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.
Maeghaen E
Series 66
Kilmarnock, VA
Davenport & Company LLC
Maeghaen Eley is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2018. Prior to her career in finance, she was involved with Ross's Fine Jewelers, Sandpiper Restaurant, Health Harvest Food Bank, and Two Rivers Communications. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and multiple advisory programs, with offerings such as separately managed accounts and mutual funds.
James C
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
James Crawley is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Davenport & Company since 1989. Outside of his advisory work, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a 501(c) charitable organization in Virginia, where he provides all investment advice. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management is structured around portfolio manager teams and research groups, managing a range of strategies and mutual funds while combining brokerage and advisory platforms.
Peter M
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Peter Milward is a financial advisor at Davenport & Company LLC with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Davenport since 2007, following a seven-year tenure at UBS Financial Services. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is supported by portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Mary P
Series 66
Staunton, VA
Davenport & Company LLC
Mary Pritt is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Augusta County Public School. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and bond strategies through dedicated portfolio teams and research.
David P
CFP®, Series 63
Richmond, VA
Davenport & Company LLC
David Powers is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, INC., BB&T Securities, and Armstrong, Fleming & Moore Inc. Powers serves on the Board of Directors for the Maggie L. Walker Governor's School for Government & International Studies Foundation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm employs dedicated portfolio manager teams and research groups to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Kevin B
CFA®, Series 66
Richmond, VA
Davenport & Company LLC
Kevin Bennett is a CFA® charterholder and holds a Series 66 license, with 19 years of industry experience. He has been with Davenport & Company LLC for a total of 13 years, including his current tenure since 2016. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams and an Investment Policy Committee, offering separately managed accounts, model portfolios, and mutual fund management.
Kevin H
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Kevin Hopkins is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Davenport since 2019, following a three-year tenure at Wells Fargo. Davenport serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management offerings include separately managed accounts, model portfolios, and mutual funds managed by dedicated portfolio teams and supported by research and oversight committees.
Lianne R
Series 66
Richmond, VA
Davenport & Company LLC
Lianne Recchia is a financial advisor at Davenport & Company LLC in Richmond, VA, with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and provides a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Courtney R
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Courtney Rogers is a financial advisor at Davenport & Company LLC with 33 years of industry experience. She has been with Davenport since 1998. Outside of her advisory role, she serves as secretary and treasurer for both the Lonesome Three Hunt Club and the University of Alabama Alumni Richmond Chapter. Davenport serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio teams and offers a variety of managed account solutions, mutual funds, and municipal bond strategies.
Kimberly B
Series 66
Kilmarnock, VA
Davenport & Company LLC
Kimberly Bennett is a financial advisor at Davenport & Company LLC with one year of industry experience. She previously worked for 17 years at Washington International School. She holds the Series 66 designation and is based in Kilmarnock, VA. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division offers separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and research staff.
Thomas P
CFP®, Series 66
Williamsburg, VA
Davenport & Company LLC
Thomas Ptachick is a CFP® professional with 12 years of industry experience, currently serving at Davenport & Company LLC since 2010. He holds the Series 66 designation and is based in Williamsburg, VA. Outside of his advisory role, he is involved in managing an office building through The Cutler and Ptachick Group. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm emphasizes portfolio management teams and a research-driven approach across various investment strategies and also acts as adviser to multiple mutual funds.
Benjamin V
Series 66
Greensboro, NC
Davenport & Company LLC
Benjamin Vess is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of Botetourt and held various roles including at Radford University and Lowe's Companies, Inc. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management team focuses on separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it is adviser to six proprietary mutual funds.
James D
CFP®, Series 66
Virginia Beach, VA
Davenport & Company LLC
James Diersen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2016. He holds the Series 66 designation and is based in Virginia Beach, VA. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory programs and manages multiple mutual funds, with investment management organized around dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team.
James B
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
James Branch Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Davenport & Company LLC since 1989. Outside of his advisory role, he serves as a board member of the Cabell Foundation and ChildSavers, a mental health foundation for children, and is the managing partner of a family investment company. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is structured around dedicated portfolio manager teams, with offerings including separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.
Anthony P
Series 66
Virginia Beach, VA
Davenport & Company LLC
Anthony Papa is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with five years of industry experience. Prior to joining Davenport in 2021, he worked for ten years at the Federal National Mortgage Association (Fannie Mae). Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment advisory division manages separately managed accounts, model delivery, and advisory programs, supporting clients with a team-based approach and a variety of mutual fund and fixed-income strategies.
Dennis B
Series 63, Series 66
Lynchburg, VA
Davenport & Company LLC
Dennis Bradshaw is a financial advisor at Davenport & Company LLC in Lynchburg, VA, with 28 years of industry experience. He has been with Davenport & Company since 2002. He holds Series 63 and Series 66 credentials. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated teams and offers separately managed accounts, mutual funds, and advisory programs.
Elizabeth P
CFP®, Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Elizabeth Pollard is a financial advisor at Davenport & Company LLC with 27 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses and has been with Davenport since 2006. Outside of her advisory role, she serves as an agility judge for the American Kennel Club and is president of the Central Virginia Agility Club, where she leads the board and organizes agility competitions. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio teams and comprehensive oversight through its Investment Policy Committee and Manager Research team, offering multiple advisory programs and managing six affiliated mutual funds.
William S
Series 66
Richmond, VA
Davenport & Company LLC
William Sharp is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Truist Investment Services and Clearview Correspondent Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across separately managed accounts, mutual funds, and ETFs.
Robert F
Series 63, Series 65
Charlottesville, VA
Davenport & Company LLC
Robert Forsyth is a financial advisor at Davenport & Company LLC in Charlottesville, VA, with 40 years of industry experience. He has been with Davenport since 1990 and holds the Series 63 and Series 65 designations. Forsyth serves as Board President for the Mariner's Landing - The Pointe Condominium Unit Owners Association, overseeing its financial and physical management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and offers advisory programs, mutual funds, and municipal bond strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters